I have a small recruitment agency and need a way of including a T&C’s attachment to a Purchase Order sent through Quickfile and then the need of the contractor accepting the PO.
I cant seem to find an option within the suppliers PO section. I know it can be achieved through client estimates and invoices.
The attachment can be within the PO document or as a separate file attached.
I setup a test PO back to myself and noticed that when replying to the Quickfile sent email it doesn’t log anywhere on the Quickfile system and is forwarded through to my email address.
Is there a way to do this so my supplier accepts the PO based on reading the T&C’s …Obviously this can be done with ease outside of Quickfile but would be good to have all within the program?
Would you be happy with generic text to be included within the email? You can set up the email template for purchase orders to include your own text, which could be you T&Cs or a link through to the T&C’s on your website.
This is altered in Account Settings > Routine Emails
Dom
So no way to attach? I suppose a link to download on a site would be the best way.
What about the reply section with regards how a supplier accepts the PO? There is no supplier dashboard for them and just an email through a Quickfile address. When replying it seems to bypass Quickfile. Is there anyway it could flag as accepted within Quickfile like it does for Clients?